About
We provide financial planning and investment management services. We have a fantastic investment management program, with a particular emphasis on Income Strategies for Retirees, as well as long-term Growth for those with more time before retiring.
I love to help people and assist them in acheiving their goals. It's especially gratifying when they feel they better understand their overall finances and how their goals will be achieved.
Highlights
Reviews
Dave R.
Ira B.
Alan H.
Judy L.
Frequently asked questions
What is your typical process for working with a new customer?
We typically have 2 meetings with prospecitve clients. The first meeting is a time to get to know each other, while also gathering data pertinent to the individual's goals and financial desires.
The second meeting is a time to review the speciifc investment plan, as well as to answer further questions.
What education and/or training do you have that relates to your work?
I have a Finance degree from the University of Texas at Austin, and in 2004 I became a Certified Financial Planner certificant.